AEP Appointment management, handing the PDP and MAPD appointments ahead of time and managing expectations with clients when you have too few appointment spots for AEP. These and more topics during the height of AEP.
See meeting notes under the video:
With updates to our internal process and a new product offering, making it much easier to help those who are choosing Medicare Advantage plans.
This is our internal office meeting from April 12, 2021:
See the video:<!@split@>
October 12, 2020 Office Meeting Notes under the video. A TON COVERED HERE! To see more of our office meetings, click here. See the video: <!@split@> (There are Chapter Markers at the bottom of the Video Window. You can…
Tips for helping seniors during the Medicare AEP in this Monday Morning Meeting.
We are ready and our tool is actually MUCH better than using Medicare.Gov We have been using this for two years, quite successfully. Video on the issues of Medicare trying to replace agents: The new look for PlanFinder on Medicare.gov…
Update from December 8 – December 31st, 2018 See the video below MAPD people can apply now for February 1 effective date for a Medicare Supplement if they still wish to get off of Medicare Advantage. Once approved by the Medicare…
Four Videos here on AEP, including a unique Part D opportunity: Here we talk about what you should be doing to get ready for the Annual Election Period (AEP) which is officially from October 15 through December 7th. During…
Updates from Chris Westfall from the Nat'l Medicare Supplement Conference in Orlando, FL April 13-15, 2015 Chris did an interview at the conference on Selling Medicare by Phone Part D Tip: Susan Hatch is the top producer in California. Here…
On November 15, 2014, Chris Westfall was interviewed on the “Money Matters” radio program on WSC 94.3FM in Charleston, SC.
The show's host, Rick Durkee, is a well known financial advisor in the greater Charleston area with a financial services firm dedicated to those that are retiring or already in retirement. Chris met Rick through a mutual friend at the radio station and Chris was invited to be a guest on the show, in recognition of the “Medicare season” going on.
Here is the interview, edited by Chris for brevity (commercials removed):
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